Insight Reports are built directly into our platform and give you in-depth and detailed information about your organisation, combining the output from the various modules you have active and enhanced further with IoT devices if enabled.
Who Can Access Insights?
Global, location, global insights and local insights admins. The dashboards they can access will change according to their permissions.
Benefits of Dashboards at a Glance
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Accessing Insights
To access the dashboards, head to the Insights Section on your web app.
This will display a list of available dashboards. Use filters and search to narrow down the list.
Layout and Key Functionalities
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Scheduling Reports [Coming]
Note: This feature is not available for the Booking Occupancy Report and the Environmental & Energy Report.
1. Click on the three dots at the top right of the report.
2. Select Schedule and click on one of the two options:
Create Schedule: This will open a new window for you to configure a new schedule.
Manage Schedules: This will take you to the schedule page, where you can manage all your existing schedules.
Create schedule [Coming]
Configure the schedule:
Schedule name: This will appear on your schedule page. You can add a comment to provide more information about this schedule.
Send every: Select the recurrence, time, day of the week and other details about when you want to receive the report.
Select attachment type: The format of the scheduled report: PDF, XLSX or CSV.
Add recipients: You can only schedule reports for yourself.
Views: Select which saved view you want to be sent.
The report will be sent via email from RICOH Spaces as scheduled.
Manage Schedules [Coming]
In this area, you can manage your existing schedules. You can:
Create a new schedule
Pause an existing schedule
Edit an existing schedule
View the history run of a schedule
Delete an existing schedule
Types of Dashboards
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